Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Cavco Inds Inc Del (CVCO)
← All CVCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 $393.53–549.99 · VW $446.13i SEC
2025   Q1 4,728 <0.01 Reduce 41.83% <0.01 $428.50–542.47 · VW $508.05i $2,456,811 SEC
2024   Q4 8,128 0.01 Reduce 26.30% <0.01 $399.86–544.08 · VW $465.12i $3,626,957 SEC
2024   Q3 11,028 0.01 Reduce 3.50% <0.01 $331.08–444.90 · VW $403.32i $4,722,631 SEC
2024   Q2 11,428 0.01 Reduce 7.30% <0.01 $336.52–400.99 · VW $360.97i $3,956,031 SEC
2024   Q1 12,328 0.01 Add 28.85% <0.01 $304.10–400.23 · VW $356.83i $4,919,612 SEC
2023   Q4 9,568 0.01 Add 19.63% <0.01 $233.84–365.63 · VW $289.23i $3,316,460 SEC
2023   Q3 7,998 0.01 Reduce 28.94% <0.01 $255.39–304.02 · VW $278.39i $2,124,749 SEC
2023   Q2 11,256 0.01 Reduce 23.72% <0.01 $245.87–318.00 · VW $279.37i $3,320,520 SEC
2023   Q1 14,756 0.01 Reduce 21.74% <0.01 $224.62–317.86 · VW $281.64i $4,688,571 SEC
2022   Q4 18,856 0.01 Add 20.93% <0.01 $193.91–261.72 · VW $227.33i $4,266,170 SEC
2022   Q3 15,592 0.01 Reduce 6.48% <0.01 $195.99–298.07 · VW $234.94i $3,208,000 SEC
2022   Q2 16,672 0.01 Add 83.98% <0.01 $179.47–262.54 · VW $220.81i $3,268,000 SEC
2022   Q1 9,062 0.01 Add 295.20% <0.01 $240.27–324.99 · VW $271.25i $2,183,000 SEC
2021   Q4 2,293 <0.01 Add 158.80% <0.01 $228.50–327.24 · VW $284.32i $728,000 SEC
2021   Q3 886 <0.01 Add 275.42% <0.01 $205.00–266.40 · VW $241.40i $210,000 SEC
2021   Q2 236 <0.01 Buy <0.01 $196.46–242.06 · VW $219.35i $52,000 SEC